Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$585K Hold
2,266
0.03% 181
2025
Q1
$507K Hold
2,266
0.03% 177
2024
Q4
$518K Hold
2,266
0.03% 164
2024
Q3
$553K Hold
2,266
0.03% 154
2024
Q2
$434K Hold
2,266
0.03% 160
2024
Q1
$449K Hold
2,266
0.03% 154
2023
Q4
$390K Hold
2,266
0.03% 154
2023
Q3
$335K Hold
2,266
0.03% 149
2023
Q2
$495K Hold
2,266
0.04% 129
2023
Q1
$496K Hold
2,266
0.05% 124
2022
Q4
$472K Hold
2,266
0.05% 118
2022
Q3
$495K Hold
2,266
0.06% 118
2022
Q2
$475K Sell
2,266
-204
-8% -$42.8K 0.07% 114
2022
Q1
$599K Hold
2,470
0.07% 117
2021
Q4
$643K Sell
2,470
-175
-7% -$45.6K 0.06% 118
2021
Q3
$697K Buy
2,645
+175
+7% +$46.1K 0.07% 107
2021
Q2
$609K Hold
2,470
0.06% 117
2021
Q1
$479K Hold
2,470
0.06% 121
2020
Q4
$525K Hold
2,470
0.07% 101
2020
Q3
$423K Hold
2,470
0.06% 105
2020
Q2
$474K Buy
+2,470
New +$474K 0.09% 105